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O'Dell Group’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

O'Dell Group’s Portfolio LIT Stock Details LIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-82
Closed -$4.19K – 308
2023
Q4 		$4.19K Buy
+82
New +$4.07K ﹤0.01% 403
2023
Q3 		– Sell
-82
Closed -$5.33K – 295
2023
Q2 		$5.33K Buy
+82
New +$5.11K ﹤0.01% 384
2022
Q4 		– Sell
-81
Closed -$5K – 257
2022
Q3 		$5K Hold
81
– – ﹤0.01% 329
2022
Q2 		$6K Hold
81
– – ﹤0.01% 320
2022
Q1 		$6K Sell
81
-137
-63% -$10.5K ﹤0.01% 367
2021
Q4 		$18K Hold
218
– – 0.01% 252
2021
Q3 		$18K Buy
+218
New +$17.9K 0.01% 245

Other funds holding LIT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

O'Dell Group's LIT Position: Q1 2024 in Review

O'Dell Group sold out of Global X Lithium & Battery Tech ETF (LIT) in Q1 2024, closing a stake of 82 shares — an estimated $4.19K sold.

O'Dell Group first reported a position in LIT in Q3 2021 and held it in 7 quarters. The position peaked at $18K in Q4 2021. 329 funds tracked by Wall St. Rank hold LIT as of Q1 2024.

  • O'Dell Group reported no remaining Global X Lithium & Battery Tech ETF position as of Q1 2024 after selling out during the quarter.
  • O'Dell Group sold 82 Global X Lithium & Battery Tech ETF shares in Q1 2024, an estimated $4.19K.
  • O'Dell Group first reported a position in Global X Lithium & Battery Tech ETF in Q3 2021 and held it in 7 quarters.
  • O'Dell Group's Global X Lithium & Battery Tech ETF position peaked at $18K in Q4 2021.
  • 329 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q1 2024.

Based on O'Dell Group's 13F filing for Q1 2024, filed 7 May 2024.